Zoe has worked within the financial services industry for over 20 years having had a highly successful career with both Prudential and HSBC Bank. Her roles have ranged from Financial Advice, Sales Management and Training and Development.
As Chief Operating Officer, Zoe’s role is varied and has many elements. She sits on the Vision Management Board, providing expertise in areas such as training & competence, compliance and business strategy and also heads up the Treating Customers Fairly initiative for the business. She has overall responsibility for the line management, training and supervision of the Vision Area Director team, to ensure consistency of service and quality throughout the network of Independent Financial Advisers.
Zoe is still a practising adviser, but she also spends time working as part of the Investment committee for Castle Investment Solutions in a specialist consultancy role. The role involves meeting with Discretionary Fund Managers and determining their quality in service, charging structure, investment performance and investment process to ensure their services meet client needs and objectives now and in the future.